Nvidia plans to invest $150 billion annually in Taiwan to build AI infrastructure, as part of a broader $500 billion U.S. AI investment push. The spending will focus on advanced chip manufacturing and data centers, deepening ties with Taiwanese suppliers like TSMC.
Anthropic announced a run rate revenue of $47 billion, raised $65 billion in a Series H round, and achieved a post-money valuation of $965 billion.
Simon Willison argues Anthropic and OpenAI have found product-market fit through enterprise coding agents. Both companies shifted to API-based enterprise pricing, and recent models cost more. Stories of Uber blowing its AI budget and Microsoft canceling Claude Code licenses suggest customers are paying high prices for genuinely useful tools, making April 2026 a new revenue inflection point.